JPMORGAN CHASE & CO

Position in OPY — Oppenheimer Holdings Inc

CIK 19617 NEW YORK, NY

Position in OPY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,952,243

+$1,151,682 QoQ

Shares Held

56,398

+4.8% QoQ

Ownership

0.527%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#19

of 120 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. OPY ranks #30 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	44,363,477	$9,273,741,221
2	GS	Goldman Sachs Group Inc	8,039,070	$8,130,474,215
3	SCHW	Schwab Charles Corp	49,165,186	$4,536,471,700
4	HOOD	Robinhood Markets, Inc.	15,803,996	$1,584,824,709
5	IBKR	Interactive Brokers Group, Inc.	5,187,549	$451,524,257
6	FIGR	Figure Technology Solutions, Inc.	11,265,630	$345,967,493
7	HUT	Hut 8 Corp.	1,558,892	$179,966,282
8	CRCL	Circle Internet Group, Inc.	2,656,085	$166,350,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,952,243	56,398	+4.8%	Shares	Defined	2026-08-12
2026-03-31	$4,800,561	53,824	+6.0%	Shares	Defined	2026-05-13
2025-12-31	$3,672,330	50,800	-26.8%	Shares	Defined	2026-02-11
2025-09-30	$5,132,160	69,438	+54.9%	Shares	Defined	2025-11-07
2025-06-30	$2,949,256	44,842	+146.4%	Shares	Defined	2025-08-12
2025-03-31	$1,085,204	18,199	-3.9%	Shares	Defined	2025-05-12
2024-12-31	$1,213,863	18,940	+10.4%	Shares	Defined	2025-02-12
2024-09-30	$877,546	17,153	+403.6%	Shares	Defined	2024-12-26
2024-06-30	$163,179	3,406	+16.6%	Shares	Defined	2024-12-26
2024-03-31	$116,643	2,922	+61.7%	Shares	Defined	2024-12-26
2023-12-31	$74,663	1,807	+400.6%	Shares	Defined	2024-12-26
2023-09-30	$13,828	361	-82.4%	Shares	Defined	2023-11-14
2023-06-30	$82,247	2,047	-67.0%	Shares	Defined	2023-08-11
2023-03-31	$242,651	6,198	+31.0%	Shares	Defined	2023-05-18
2022-12-31	$197,766	4,730	+5.7%	Shares	Defined	2023-02-13
2022-09-30	$138,665	4,476	-5.3%	Shares	Defined	2022-11-14
2022-06-30	$156,179	4,727	+8.6%	Shares	Defined	2022-08-11
2022-03-31	$189,659	4,352	-74.6%	Shares	Defined	2022-05-11
2021-12-31	$793,992	17,123	+168.7%	Shares	Defined	2022-02-11
2021-09-30	$288,586	6,372	-49.1%	Shares	Defined	2021-11-12
2021-06-30	$636,616	12,522	-47.6%	Shares	Defined	2021-08-12
2021-03-31	$957,875	23,917	-48.5%	Shares	Defined	2021-05-12
2020-12-31	$1,459,922	46,450	+57.8%	Shares	Defined	2021-02-19
2020-09-30	$657,189	29,444	-15.0%	Shares	Defined	2020-11-12
2020-06-30	$754,456	34,624	-50.1%	Shares	Defined	2020-08-11
2020-03-31	$1,369,979	69,331	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.